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NACCO Industries
NC

Overview Fund Activity

95 hedge funds and large institutions have $318M invested in NACCO Industries in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
34
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$1.72M
2
JIR
James Investment Research
Ohio
+$1.52M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.44M
4
CEP
Chicago Equity Partners
Illinois
+$1.36M
5
Morgan Stanley
Morgan Stanley
New York
+$1.21M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.07M
2
OCM
Oaktree Capital Management
California
-$6.02M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.96M
4
CFMC
Curbstone Financial Management Corp
New Hampshire
-$1.59M
5
ZIG
Zuckerman Investment Group
Illinois
-$610K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
26
Martingale Asset Management
Massachusetts
$1.84M -$516K -24,936 -22%
Prudential Financial
27
Prudential Financial
New Jersey
$1.79M -$44.4K -2,144 -2%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$1.77M +$244K +11,818 +16%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$1.7M +$1.7M +80,795 New
CFMC
30
Curbstone Financial Management Corp
New Hampshire
$1.64M -$1.59M -77,061 -49%
Invesco
31
Invesco
Georgia
$1.57M +$30K +1,449 +2%
BIM
32
BlackRock Investment Management
Delaware
$1.48M -$10.4K -503 -0.7%
PPA
33
Parametric Portfolio Associates
Washington
$1.47M -$340K -16,414 -19%
CEP
34
Chicago Equity Partners
Illinois
$1.36M +$1.36M +65,874 New
GCP
35
GSA Capital Partners
United Kingdom
$1.16M +$58.9K +2,845 +5%
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$1.13M +$1.06M +51,447 +1,711%
Two Sigma Investments
37
Two Sigma Investments
New York
$1.06M -$156K -7,519 -13%
TCIM
38
TIAA CREF Investment Management
New York
$1.02M -$107K -5,156 -9%
UBS Group
39
UBS Group
Switzerland
$932K +$183K +8,829 +24%
KS
40
Karpas Strategies
Connecticut
$891K – – –
JIC
41
Johnson Investment Counsel
Ohio
$832K -$80.1K -3,874 -9%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$816K -$72.4K -3,502 -8%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$727K -$18.1K -875 -2%
SIM
44
Spark Investment Management
New York
$706K -$416K -20,134 -37%
SO
45
STRS Ohio
Ohio
$688K -$172K -8,317 -20%
TA
46
Teachers Advisors
New York
$648K +$105K +5,086 +19%
CCA
47
Catalyst Capital Advisors
New York
$634K +$634K +30,639 New
NFA
48
Nationwide Fund Advisors
Ohio
$611K -$18.1K -875 -3%
AIM
49
Allen Investment Management
New York
$589K – – –
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$585K +$585K +28,267 New
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